As an experienced insurance and Investment Advisor Representative, with nearly three decades of experience, I have been helping clients with their insurance and retirement planning since 1996. I specialize in protecting pre-retirees and retirees’ health and wealth.
As a fiduciary, I prioritize the interests of my clients above all else, ensuring that any insurance or investment recommendation is in the best interest of my clients. The foundation of our practice is based on taking a holistic approach to retirement planning. This means making sure we collaborate with our clients, have open communications via in person or virtual meetings and developing customized strategies to help mitigate risk, protect assets and manage expectations.
In addition to being a Navy Veteran, I’ve earned my MBA from Michigan State University and a Bachelor of Business from Western Michigan University. I’ve also acquired a Certified Long-term Care designation.
I enjoy spending time with my wife and three grandchildren. When my wife and I are not golfing or boating, you will find me flying and working on my pilot’s license.
Areas of Focus
- Small Business Owners
- Retirement Planning
Education & Credentials
- MBA Michigan State University
- Undergraduate Western Michigan University
Personal Interests
- Golf
- Flying
- Boating